Gallagher Capital Advisors’s Phillips 66 PSX Stock Holding History

Gallagher Capital Advisors’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$316K	Buy	1,871 +3	+0.2%	+$516	0.18%	60
2026 Q1	$340K	Sell	1,868 -33,989	-95%	-$5.33M	0.23%	52
2025 Q4	$671K	Buy	35,857 +33,986	+1,816%	+$4.57M	0.43%	37
2025 Q3	$254K	Buy	1,871 +17	+0.9%	+$2.18K	0.15%	64
2025 Q2	$235K	Buy	1,854 +19	+1%	+$2.13K	0.19%	57
2025 Q1	$227K	Buy	1,835 +18	+1%	+$2.22K	0.17%	62
2024 Q4	$207K	Buy	+1,817	New	+$231K	0.15%	63

Other funds holding PSX

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gallagher Capital Advisors's PSX Position: Q2 2026 in Review

Gallagher Capital Advisors increased its Phillips 66 (PSX) stake by 0.16% in Q2 2026, buying an estimated $516 and bringing the position to 1,871 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #60.

Gallagher Capital Advisors first reported a position in PSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $671K in Q4 2025. 1,124 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Gallagher Capital Advisors held 1,871 shares of Phillips 66 worth $316K as of Q2 2026.
Gallagher Capital Advisors bought 3 Phillips 66 shares in Q2 2026, an estimated $516.
Phillips 66 made up 0.18% of Gallagher Capital Advisors's portfolio in Q2 2026, its #60 holding.
Gallagher Capital Advisors first reported a position in Phillips 66 in Q4 2024 and has held it in 7 quarters since.
Gallagher Capital Advisors's Phillips 66 position peaked at $671K in Q4 2025.
1,124 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.